The Burney Company

THE BURNEY COMPANY is a DE Corporation that has been providing financial advisory services for over 45 years. With a team of 42 experienced advisors, it has served 2098 clients to date, earning an SEC-approved registration status since Sep 18, 1974.

• GILBERT RUSSELL GREEN

  SHAREHOLDER owns more than 5% but less than 10%

• JOHN CROUSE BURNEY

  CHAIRMAN owns more than 25% but less than 50%

• JOHN MICHAEL DALEY

  DIRECTOR owns less than 5%

• LOWELL DORRANCE PRATT

  PRESIDENT owns more than 5% but less than 10%

• MARTIN WALSH

  SHAREHOLDER owns more than 5% but less than 10%

• MARY ANIKA BURNEY

  SHAREHOLDER owns more than 25% but less than 50%

• PETER CHRISTOPHER WOOLSTON

  DIRECTOR owns less than 5%

• RICHARD ELMER BAUCHSPIES

  DIRECTOR owns more than 5% but less than 10%

• THOMAS DURRELL HUNT

  DIRECTOR owns less than 5%

• WILLIAM ABBOTT STEWART

  CHIEF COMPLIANCE OFFICER owns more than 5% but less than 10%

• XIN SHEN

  SHAREHOLDER owns more than 5% but less than 10%

• SHERRIE PARKS CAMPBELL

  DIRECTOR owns less than 5%

• FJY Financial LLC
• Hopwood Financial Services Inc
• Mason Investment Advisory Services Inc
• Acorn Financial Advisory Services Inc
• Clearlogic Financial Inc
• Athena Global Investors LLC
• Sentinel Wealth Management Inc
• MTX Wealth Management LLC
• Alexander Randolph Advisory Inc
• Pagnatokarp Partners LLC

• MICROSOFT CORP $25,737k
• VERIZON COMMUNICATIONS $24,797k
• ORACLE CORP $20,649k
• DISNEY WALT CO $16,542k
• LOWES CO $15,611k
• INTEL CORP $14,195k
• INTL BUSINESS MCHN $13,650k
• Chevron Corp $12,780k
• PEPSICO INC $8,913k
• Boeing Co/The $8,906k